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Manage card limits

Managing card limits and settings is essential to regulate card usage and maintain spending within authorised limits.

In this section, you will find instructions on how to replace card limit and card usage groups, update card limit amounts, and change card settings.

Replace card limit group

In this chapter, you will find information on how to replace the current card limit group with a different option that is allowed by the card product. Here, "replace" refers to changing or substituting one limit group with another.

Complete the following steps to replace the card limit group:

Go to Cards > Search > Cards.
Locate the card for which you want to replace the limit group.
Click the Card number to open the Card details page.

If the supplementary card shares the transaction limit with the main card, you cannot change the limit group for the supplementary card.

The Change limit group modal opens with the current limit group prefilled.
Select the new limit group from the drop-down list and enter the start date from which it will be applied.

Only limit groups allowed by the card product are shown in the drop-down list.

Replacing the card limit group will deactivate the current limits as of the selected date and activate new limits based on the defaults of the chosen group starting from that date.

Card limit group parameters

Here are the parameters for the card limit group modal.

Field name

Description

Current limit group*

Displays the limit group currently assigned, allowing you to see the current setting before making changes.

New limit group*

Select the new limit group from the list, which includes all limit groups allowed by the card product.

The limit group defines the set of limits, including their maximum and default amounts.

Starting from*

Select the start date when the new limit group will take effect.

Note: If you select the current date, the new limit group will be applied immediately.

Update card limit amounts

This guide shows how to update card limit amounts. The new limits take effect immediately.

To update card limit amounts, follow these steps:

Go to Cards > Search > Cards.
Locate the card whose limit amounts you want to update.
Click the Card number to open the Card details page.
Select Card limits from the content menu.
The Change card limits page opens and displays the currently effective limits.

Update the required limits, then click Save to confirm your updates.

The transaction, daily, and monthly limits must not exceed the maximum limits specified in the active limit group assigned to the card.

Card limit amount parameters

Here are the parameters for the card limit amounts.

Field name

Description

Limit type*

Shown in read-only mode, this field displays the specific limit type code to which the limits are applied.

Each limit type allowed by the currently active card limit group is displayed in a separate row.

Transaction limit*

The allowed transaction limit, specified in the card's currency.

Daily limit*

The daily limit amount, specified in the card’s currency. It must be equal to or greater than the transaction limit.

Monthly limit*

The monthly limit amount, specified in the card’s currency. It must be equal to or greater than the daily limit.

Replace card usage group

In this chapter, you will find information on how to replace the current card usage group with a different option that is allowed by the card product. The usage group specifies which card services are permitted based on the type of authorisation. Here, "replace" refers to changing or substituting one usage group with another.

Complete the following steps to replace the card usage group:

Go to Cards > Search > Cards.
Locate the card for which you want to replace the usage group.
Click the Card number to open the Card details page.

The Change usage group modal opens with the current usage group prefilled.
Select the new usage group from the drop-down list and enter the start date from which it will be applied.

Only usage groups allowed by the card product are shown in the drop-down list.

Replacing the card usage group will deactivate the current authorisation types as of the selected date and activate new card services based on the authorisation types in the selected usage group starting from that date.

Card usage group parameters

Here are the parameters for the card usage group modal.

Field name

Description

Current usage group*

Displays the usage group currently assigned in read-only mode, allowing you to view the current setting before making changes.

New usage group*

Select the new usage group from the list, which includes all usage groups allowed by the card product. The usage group defines the set of allowed authorisation types.

Starting from*

Select the start date when the new usage group will take effect.

Note: If you select the current date, the new usage group will be applied immediately.

Replace card limit group

Complete the following steps to replace the card limit group:

Go to Cards > Search > Cards.
Locate the card for which you want to replace the limit group.
Click the Card number to open the Card details page.
Find the Limit group row and click Edit.

If the supplementary card shares the transaction limit with the main card, you cannot change the limit group for the supplementary card.

The Change limit group modal opens with the current limit group prefilled.
Select the new limit group from the drop-down list and enter the start date from which it will be applied.

Only limit groups allowed by the card product are shown in the drop-down list.

Replacing the card limit group will deactivate the current limits as of the selected date and activate new limits based on the defaults of the chosen group starting from that date.